Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
8.45%
6 Months
9.08%
29.49%
1 Year
−2.99%
37.09%
3 Years
5.96%
18.49%
5 Years
8.08%
12.39%
Since Inception
15.75%
18.64%
Fund Age
7 yrs 2 mo
10 yrs 3 mo
AUM
₹61.93 Cr
₹1,760.35 Cr
Alpha – 1 Year
−7.71%
32.37%
Alpha – 3 Years
−6.13%
6.40%
Information Ratio – 3 Years
-0.39
0.52
Volatility – 1 Year
26.39%
25.02%
Volatility – 3 Years
21.38%
18.27%
Beta – 1 Year
1.37
1.22
Beta – 3 Years
1.14
0.89
Sharpe Ratio – 1 Year
-0.20
1.18
Sharpe Ratio – 3 Years
0.18
0.74
Worst Rolling Year
5.04%
-0.28%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−33.64%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
17.83%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 11% · S 71%
Number of Stocks
24
13
Portfolio P/E
41.54
41.36
Top 5 Holdings
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%